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Xcel Energy

1,121 hedge funds and large institutions have $34.8B invested in Xcel Energy in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 417 increasing their positions, 360 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+20
Holders Change %
+1.82%
% of All Funds
15.23%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
126
Increased
417
Reduced
360
Closed
84
Calls
$173M
Puts
$36.3M
Net Calls
+$137M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
801
Windsor Capital Management
Arizona
$240K +$1.56K +22 +0.7%
FA
802
FDx Advisors
Illinois
$240K -$4.81K -68 -2%
BWP
803
BlueStem Wealth Partners
Minnesota
$239K -$37.9K -535 -14%
AFG
804
Atomi Financial Group
New York
$239K -$53.2K -752 -18%
CBT
805
CoreFirst Bank & Trust
Kansas
$239K -$10.2K -144 -4%
CTA
806
Chesley Taft & Associates
Illinois
$239K
GPW
807
Genesis Private Wealth
Virginia
$238K -$5.24K -74 -2%
IC
808
Iconiq Capital
California
$238K +$238K +3,356 New
MAM
809
Mystic Asset Management
Rhode Island
$237K
BTW
810
Boston Trust Walden
Massachusetts
$237K
HR
811
Howe & Rusling
New York
$236K
AWM
812
Accel Wealth Management
Iowa
$235K -$27.4K -387 -10%
JWM
813
JPL Wealth Management
Colorado
$235K
KIA
814
Knollwood Investment Advisory
Maryland
$235K
ST
815
Smithfield Trust
Pennsylvania
$234K +$63.8K +900 +37%
CWP
816
Cyndeo Wealth Partners
Florida
$233K +$425 +6 +0.2%
AWE
817
Avidian Wealth Enterprises
Texas
$233K -$14.4K -203 -6%
BA
818
Ballast Advisors
Minnesota
$233K -$38.6K -545 -14%
FCP
819
Fidelis Capital Partners
Florida
$232K -$1.45K -21 -0.6%
CAMV
820
Concord Asset Management (Virginia)
Virginia
$229K
OAM
821
Occidental Asset Management
California
$229K +$920 +13 +0.4%
XT
822
XTX Topco
Cayman Islands
$229K -$951K -13,435 -81%
GAM
823
Gotham Asset Management
New York
$227K -$3.12K -44 -1%
DS
824
DRW Securities
Illinois
$227K -$12.1M -170,400 -98%
UWPG
825
Ullmann Wealth Partners Group
Florida
$225K +$225K +3,181 New